

Meet the Southeast Team
Serving the Southeast for more than 50 years
Manning & Napier is a financial services firm that has been helping clients reach their goals for more than 50 years. We provide comprehensive wealth management solutions that fully integrate financial planning & investment management for individuals, families, business owners, non-profit organizations, and other institutions.
Our clients are provided with a dedicated wealth management team with one common goal: helping you make the best decisions for your future. Our team will listen intently to your needs & concerns, and create a personalized, comprehensive financial plan that includes elements like tax management, retirement planning, estate planning, and more. You’ll enjoy personalized, one-on-one service and receive ongoing investment advice, monitoring of your portfolio, and peace of mind knowing you’re on track to meet your goals. Your money and your future is personal, and your experience should be too.
Our Areas of Expertise
- Financial Planning
- Tax Management
- Estate Planning
- Trust Administration & Custodial Services
- Retirement Planning
- Investment Management
- Business Planning, from start-up to exit strategy
- Non-Profit Investment Management & Financial Planning
- Generational Wealth Transfer, Management, and Education
- Widows & Divorcees